Not Yet Rated
0 stars

Pricing

For Purchase

Related Apps and Services

MYOB Australia Pty Ltd

MYOB Document Manager

by MYOB Australia Pty Ltd



MYOB Document Manager is built especially for accounting firms to move to a less paper practice. It captures all client communications, including email and scanned documents, into one organised, searchable and secure space. Beyond this, Document Manager uniquely
delivers the on-line review and approval of documents without having to leave your desktop.




Features include:



- The ability to store, retrieve & collaborate on all documents and communications including letters, faxes, phone calls, file notes, scanned files and emails



- Create documents using practice templates, with the client information pulled through into the document automatically from the client database



- Allows firms to build a library of information that everyone can use, such as industry bulletins and updates; HR policies; working practices; news; industry knowledge, and more



- Provides a structure for managing tasks across the whole practice. Any document created within MYOB Document Manager can initiate, or be used to track, a task.




MYOB Document Manager has not been reviewed by any customers.

Submit A Review

The views and opinions submitted and expressed here are not those of Microsoft.

Screenshot 1 out of 3 Screenshot 2 out of 3 Screenshot 3 out of 3
Screenshot 1 out of 3 Screenshot 2 out of 3 Screenshot 3 out of 3